SAGEBROADVIEW WEALTH MANAGEMENT, LLC of FARMINGTON, CT is an SEC-registered investment adviser (CRD 126472). Regulatory assets under management: $397.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Lawrence James Annello | DIRECTOR, PRESIDENT; PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Sheri Iannetta Cupo | DIRECTOR | — |
| Christopher James Annello | DIRECTOR, VICE PRESIDENT, TREASURER; PARTNER | — |
| John David Principe | CHIEF COMPLIANCE OFFICER; DIRECTOR, VICE PRESIDENT, SECRETARY; PARTNER | — |
| ANNELLO LAWRENCE JAMES | DIRECTOR; DIRECTOR, PRESIDENT; DIRECTOR, VICE PRESIDENT, TREASURER (+5 more) | — |
| DEL CONTE BRUCE MARCEL | DIRECTOR | — |
| LICKWAR ROBERT CARL | DIRECTOR | — |
| SCHUCH WILLIAM EDWARD | DIRECTOR | — |
| CUPO SHERI IANNETTA | DIRECTOR; ELECTED MANAGER; MANAGING MEMBER (+1 more) | — |
| PRINCIPE JOHN DAVID | DIRECTOR, VICE PRESIDENT, SECRETARY; PARTNER | — |